Access to Activities

By default, a user has no access to activities. You as the administrator can create policies and assign access statements. Uptempo currently offers the following access statements:

• Full access to a single activity type group A collection of related activity types, used to organize and manage activity types more efficiently.

• Full access to a single activity type A template for activities that defines what attributes are available and required, and what workflows are associated with the activity.

• Full access to all activity Any targeted action or measure taken by a company to promote its products or services, attract customers, or increase sales. types

Full access means that a user can

• Select the included types or groups when creating, filtering and grouping and

• Open and edit the details panel of activities of the included types or groups.

By combining several statements, you can grant individual users or teams access, for example to certain levels of the hierarchy The organizational structure of folders, sub-folders and investment plans in Spend..

In case users are assigned to several policies, they get access to all contained groups and types.

• Create Policy

• Edit Policy

• Delete Policy